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Connecting AnroAgents to your CRM and other tools

Getting conversations and leads out of AnroAgents into your other systems.

AnroAgents pushes what happens in a conversation into the systems you already run: HubSpot directly, and anything else through webhooks.

The HubSpot integration

The HubSpot integration in AnroAgents syncs conversations and contacts into your HubSpot CRM. Connect HubSpot once per account in the dashboard under Settings, then enable HubSpot Sync on the individual agent in the Integrations step of the agent form.

HubSpot sync in AnroAgents is available from the Pro plan up.

An AnroAgents agent creates a HubSpot contact only when the visitor's email is known. If most of your conversations are anonymous, turn on the pre-chat form with a required email field, or the CRM will stay nearly empty.

The AnroAgents HubSpot integration can also create deals automatically from conversations. Enable "Auto-create deals from conversations" in Settings and give the pipeline ID and deal stage ID that new deals should land in.

The conversation transcript is attached to the HubSpot record by AnroAgents, so a salesperson opening the contact sees what the visitor actually said rather than a bare "chatted with bot" note.

Webhooks

Webhooks in AnroAgents send events to any external URL when things happen in a conversation. They are configured per agent in the Integrations step of the agent form and work with Zapier, Make, n8n or your own endpoint.

AnroAgents sends these webhook events:

• conversation.started — a visitor began a chat.
• message.received — a message arrived from a visitor.
• conversation.ended — the conversation finished.
• handoff.requested — the visitor asked for a human.
• csat.rated — the visitor rated the conversation.
• lead.qualified — the lead crossed the qualification threshold.
• lead.disqualified — the lead was ruled out.

Choose which of those events an AnroAgents agent sends; leaving all of them on produces a lot of traffic on a busy site, and message.received in particular fires on every single message.

The most useful AnroAgents webhook for a small team is handoff.requested pointed at a Slack or Telegram channel, so the person who can help sees the request without keeping the dashboard open.

The most useful AnroAgents webhook for a sales team is lead.qualified, which fires exactly when a lead becomes worth someone's attention and carries the qualification data with it.

Which route to choose

Use the AnroAgents HubSpot integration if HubSpot is your CRM — it maintains contacts, deals and transcripts without you writing anything. Use webhooks for every other system, including Pipedrive, Salesforce, Notion, Airtable, a spreadsheet or an internal API, with Zapier or Make in the middle if you would rather not write code. Use the REST API when you need to read data on your own schedule rather than react to events.